Position in ACMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,007,027
+$31,217,939 QoQ
Shares Held
268,004
+278.1% QoQ
Ownership
0.385%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#39
of 374 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $1,767,231,296 across 17 Semiconductor Equipment & Materials names. ACMR ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,582,810 | $685,879,057 | |
| 2 | AMAT |
Applied Materials Inc /De
|
713,175 | $515,625,525 | |
| 3 | KLAC |
Kla Corp
|
803,300 | $242,363,643 | |
| 4 | ASML |
Asml Holding NV
|
63,628 | $126,584,081 | |
| 5 | TER |
Teradyne, Inc
|
188,036 | $90,979,338 | |
| 6 | ACMR |
ACM Research, Inc.
This page
|
268,004 | $34,007,027 | |
| 7 | DQ |
Daqo New Energy Corp.
|
1,273,491 | $17,052,044 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
165,625 | $14,281,843 |
All Filings in ACMR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,007,027 | 268,004 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,789,088 | 70,879 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,236,065 | 56,681 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,126,206 | 54,337 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,631,544 | 62,994 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||